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Wealthfront (WLTH) Competitors

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$9.58 +0.25 (+2.68%)
As of 09/4/2026 04:00 PM Eastern

WLTH vs. OBDC, MAIN, OTF, FHI, and CNS

Should you buy Wealthfront stock or one of its competitors? Wealthfront's main competitors and comparable companies include Blue Owl Capital (OBDC), Main Street Capital (MAIN), Blue Owl Technology Finance (OTF), Federated Hermes (FHI), and Cohen & Steers (CNS). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Wealthfront compare to Blue Owl Capital?

Blue Owl Capital (NYSE:OBDC) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their profitability, earnings, risk, analyst recommendations, institutional ownership, dividends, media sentiment and valuation.

In the previous week, Blue Owl Capital had 10 more articles in the media than Wealthfront. MarketBeat recorded 12 mentions for Blue Owl Capital and 2 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.70 beat Blue Owl Capital's score of 0.99 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blue Owl Capital
6 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Blue Owl Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blue Owl Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$1.85B3.04$800.36M$0.5620.39
Wealthfront$364.99M3.92-$42.07M-$1.03N/A

42.8% of Blue Owl Capital shares are held by institutional investors. 0.1% of Blue Owl Capital shares are held by insiders. Comparatively, 27.4% of Wealthfront shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Blue Owl Capital has a net margin of 16.99% compared to Wealthfront's net margin of 0.00%. Blue Owl Capital's return on equity of 9.49% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital16.99% 9.49% 4.19%
Wealthfront N/A N/A N/A

Blue Owl Capital presently has a consensus target price of $13.00, indicating a potential upside of 13.84%. Wealthfront has a consensus target price of $12.42, indicating a potential upside of 29.61%. Given Wealthfront's higher possible upside, analysts clearly believe Wealthfront is more favorable than Blue Owl Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Blue Owl Capital beats Wealthfront on 11 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Main Street Capital?

Wealthfront (NASDAQ:WLTH) and Main Street Capital (NYSE:MAIN) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, risk, analyst recommendations, valuation, institutional ownership, media sentiment, dividends and profitability.

Main Street Capital has a net margin of 78.49% compared to Wealthfront's net margin of 0.00%. Main Street Capital's return on equity of 11.80% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Main Street Capital 78.49%11.80%6.32%

Wealthfront currently has a consensus target price of $12.42, indicating a potential upside of 29.61%. Main Street Capital has a consensus target price of $60.83, indicating a potential upside of 5.28%. Given Wealthfront's higher probable upside, research analysts clearly believe Wealthfront is more favorable than Main Street Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Main Street Capital
0 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.40

In the previous week, Main Street Capital had 16 more articles in the media than Wealthfront. MarketBeat recorded 18 mentions for Main Street Capital and 2 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.70 beat Main Street Capital's score of 1.04 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Main Street Capital
12 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Main Street Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Main Street Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.92-$42.07M-$1.03N/A
Main Street Capital$566.39M9.54$493.40M$4.9611.65

20.3% of Main Street Capital shares are held by institutional investors. 27.4% of Wealthfront shares are held by insiders. Comparatively, 3.8% of Main Street Capital shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Main Street Capital beats Wealthfront on 11 of the 14 factors compared between the two stocks.

How does Wealthfront compare to Blue Owl Technology Finance?

Wealthfront (NASDAQ:WLTH) and Blue Owl Technology Finance (NYSE:OTF) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, analyst recommendations, institutional ownership, media sentiment, dividends, profitability, valuation and risk.

Blue Owl Technology Finance has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blue Owl Technology Finance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.92-$42.07M-$1.03N/A
Blue Owl Technology Finance$1.15B4.55$720.37M$0.8014.23

Wealthfront currently has a consensus target price of $12.42, indicating a potential upside of 29.61%. Blue Owl Technology Finance has a consensus target price of $13.60, indicating a potential upside of 19.51%. Given Wealthfront's higher possible upside, equities analysts plainly believe Wealthfront is more favorable than Blue Owl Technology Finance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Blue Owl Technology Finance
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57

Blue Owl Technology Finance has a net margin of 28.69% compared to Wealthfront's net margin of 0.00%. Blue Owl Technology Finance's return on equity of 7.17% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Blue Owl Technology Finance 28.69%7.17%3.86%

In the previous week, Blue Owl Technology Finance had 5 more articles in the media than Wealthfront. MarketBeat recorded 7 mentions for Blue Owl Technology Finance and 2 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.70 beat Blue Owl Technology Finance's score of 0.93 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Blue Owl Technology Finance
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Blue Owl Technology Finance beats Wealthfront on 10 of the 12 factors compared between the two stocks.

How does Wealthfront compare to Federated Hermes?

Wealthfront (NASDAQ:WLTH) and Federated Hermes (NYSE:FHI) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, valuation, profitability, media sentiment, earnings, analyst recommendations and dividends.

Federated Hermes has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Federated Hermes, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.92-$42.07M-$1.03N/A
Federated Hermes$1.80B2.59$403.30M$5.3811.62

Federated Hermes has a net margin of 21.30% compared to Wealthfront's net margin of 0.00%. Federated Hermes' return on equity of 34.03% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Federated Hermes 21.30%34.03%18.54%

In the previous week, Wealthfront and Wealthfront both had 2 articles in the media. Wealthfront's average media sentiment score of 1.70 beat Federated Hermes' score of 0.57 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Federated Hermes
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Wealthfront currently has a consensus target price of $12.42, suggesting a potential upside of 29.61%. Federated Hermes has a consensus target price of $57.40, suggesting a potential downside of 8.15%. Given Wealthfront's higher probable upside, research analysts clearly believe Wealthfront is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Federated Hermes
1 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
2 Strong Buy rating(s)
2.50

75.9% of Federated Hermes shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by insiders. Comparatively, 4.2% of Federated Hermes shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Federated Hermes beats Wealthfront on 10 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Cohen & Steers?

Cohen & Steers (NYSE:CNS) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, media sentiment, valuation, risk, earnings, profitability, institutional ownership and analyst recommendations.

Cohen & Steers has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Cohen & Steers, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cohen & Steers$556.12M7.39$153.22M$3.2624.53
Wealthfront$364.99M3.92-$42.07M-$1.03N/A

Cohen & Steers has a net margin of 28.82% compared to Wealthfront's net margin of 0.00%. Cohen & Steers' return on equity of 27.41% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Cohen & Steers28.82% 27.41% 19.58%
Wealthfront N/A N/A N/A

In the previous week, Cohen & Steers had 4 more articles in the media than Wealthfront. MarketBeat recorded 6 mentions for Cohen & Steers and 2 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.70 beat Cohen & Steers' score of 0.84 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cohen & Steers
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Cohen & Steers presently has a consensus target price of $78.00, indicating a potential downside of 2.45%. Wealthfront has a consensus target price of $12.42, indicating a potential upside of 29.61%. Given Wealthfront's stronger consensus rating and higher probable upside, analysts plainly believe Wealthfront is more favorable than Cohen & Steers.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cohen & Steers
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

51.5% of Cohen & Steers shares are owned by institutional investors. 45.4% of Cohen & Steers shares are owned by company insiders. Comparatively, 27.4% of Wealthfront shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Cohen & Steers beats Wealthfront on 11 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WLTH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WLTH vs. The Competition

MetricWealthfrontCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.39B$5.72B$14.28B$12.92B
Dividend YieldN/A7.39%5.88%8.90%
P/E Ratio-9.3031.6426.1725.42
Price / Sales3.921,246.76520.6293.90
Price / CashN/A48.2139.5952.28
Price / Book2.341.982.136.17
Net Income-$42.07M$419.47M$1.32B$349.50M
7 Day Performance3.57%7.29%3.83%-0.15%
1 Month Performance-0.73%0.61%1.60%1.02%
1 Year PerformanceN/A7.46%11.95%14.50%

Wealthfront Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WLTH
Wealthfront
3.8703 of 5 stars
$9.58
+2.7%
$12.42
+29.6%
N/A$1.39B$364.99MN/A359
OBDC
Blue Owl Capital
4.1358 of 5 stars
$11.29
+0.3%
$13.00
+15.2%
-20.4%$5.55B$1.85B20.15N/A
MAIN
Main Street Capital
3.1064 of 5 stars
$58.66
+0.4%
$60.83
+3.7%
-13.1%$5.46B$558.83M11.8390
OTF
Blue Owl Technology Finance
4.6322 of 5 stars
$11.32
+2.3%
$13.60
+20.1%
N/A$5.07B$1.15B14.15N/A
FHI
Federated Hermes
2.2626 of 5 stars
$64.83
-0.4%
$57.40
-11.5%
+16.7%$4.86B$1.80B12.052,091

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This page (NASDAQ:WLTH) was last updated on 9/5/2026 by MarketBeat.com Staff.
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